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VanEck IG Floating Rate ETF
FLTR

Overview Fund Activity

161 hedge funds and large institutions have $791M invested in VanEck IG Floating Rate ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+8
Holders Change %
+5.23%
% of All Funds
2.57%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.3%
New
27
Increased
65
Reduced
50
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWS
Insight Wealth Strategies
California
+$19.7M
2
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
+$12.9M
3
SL
Systelligence LLC
Minnesota
+$12.5M
4
SMM
Stadion Money Management
Georgia
+$10.2M
5
OPAM
Ocean Park Asset Management
California
+$9.92M

Top Sellers

1
Jane Street
Jane Street
New York
-$11M
2
VanEck Associates
VanEck Associates
New York
-$7.45M
3
Wells Fargo
Wells Fargo
California
-$5.19M
4
MFS
Madrona Financial Services
Washington
-$4.62M
5
FTUS
Flow Traders U.S.
New York
-$4.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
101
Avantax Advisory Services
Texas
$490K -$501K -19,798 -51%
WI
102
WBI Investments
New Jersey
$486K -$242K -9,565 -33%
OC
103
Oppenheimer & Co
New York
$444K -$18.2K -719 -4%
JWS
104
Juncture Wealth Strategies
Arizona
$428K -$48.3K -1,910 -10%
AM
105
AGF Management
Ontario, Canada
$421K – – –
CCWA
106
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$397K -$179K -7,087 -31%
BCG
107
Breakwater Capital Group
New Jersey
$393K +$38.2K +1,520 +11%
WWM
108
Western Wealth Management
Colorado
$374K +$21.8K +863 +6%
PIA
109
Perennial Investment Advisors
California
$374K +$374K +14,780 New
CWM
110
Collaborative Wealth Management
Florida
$370K -$26.8K -1,059 -7%
HCA
111
Heck Capital Advisors
Wisconsin
$328K -$25 -1 -0%
SIM
112
Seaview Investment Managers
Florida
$328K +$328K +12,958 New
WJA
113
Willis Johnson & Associates
Texas
$326K +$1.77K +70 +0.5%
TAM
114
Tucker Asset Management
Colorado
$319K – – –
RIL
115
Rothschild Investment LLC
Illinois
$315K +$10.1K +400 +3%
PAG
116
Private Advisor Group
New Jersey
$309K -$108K -4,260 -26%
HWM
117
Howard Wealth Management
Connecticut
$307K -$885 -35 -0.3%
RPCA
118
Running Point Capital Advisors
California
$300K +$8.9K +352 +3%
IFWM
119
Institute for Wealth Management
Colorado
$291K -$30.3K -1,200 -9%
TNA
120
True North Advisors
Texas
$291K – – –
JPMorgan Chase & Co
121
JPMorgan Chase & Co
New York
$281K +$281K +11,106 New
CAN
122
Cetera Advisor Networks
California
$261K -$32.5K -1,286 -11%
BMCM
123
Bryn Mawr Capital Management
Pennsylvania
$255K +$255K +10,087 New
WTC
124
WhitTier Trust Company
Nevada
$253K – – –
OWA
125
Octavia Wealth Advisors
Ohio
$252K – – –
3 4
5
6 7